SHORTFORM PROCUREMENT STRATEGY
This strategy document is to be used for professional services engagements (separate from capital
projects) and IT and Construction Projects <$150K
Project Name:
1
DESCRIPTION OF SERVICES
Provide project brief for capital works (IT, Construction)
PROCUREMENT STRATEGY
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2
RISK
Low
Med
High
Fig 1.
Using Fig 1 above, Provide the risk level, why and how this was measured.
3
ENGAGEMENT VALUE
Provide details of the estimated value of the engagement & how this estimate was determined.
4
BUDGET
Provide details of the funding arrangements for this engagement. Please ensure Approver has delegated
financial authority for (1) the estimated value of the engagement; (2) The funding source
Cost Collector:
Total budget from where this will be funded
$
Expenditure to date (Including Committed)
$
Estimated costs of this engagement
$
Remaining Budget
$
Approved By
_______________________________________
5
SCOPE OF REQUIREMENT
Describe the scope of the engagement.
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Timeframe: When will the work be undertaken and estimated term of engagement?
Scope: What work needs to be performed? Is there a business case, statement of work or other
document describing the scope?
6
OBJECTIVES AND DELIVERABLES
Provide details of the tasks and deliverables from the engagement.
7
SUPPLIERS
Provide details of the Suppliers who will be considered for the engagement. How were these Suppliers
identified? (It is important to ensure that all Suppliers with relevant capability and experience are provided
the same information and opportunity re scope, deliverables and timeframes).
8
PROPOSAL EVALUATION
Note that it is expected that this strategy document is for engagements with clear scope, deliverables and
timeframes and that this decision will be based on price only. Any other evaluation methodology requires
management by Commercial Services.
9
LEGAL CONTRACT
Please contact the University’s Legal Department for relevant contract.
10 INSURANCES
All University engagements relevant insurance levels. Please contact Risk and Assurance Services for
more information on the insurance requirement specific to this engagement.
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11 CONTRACT MANAGEMENT
All engagements require a contract manager. Please provide details of who will manage the contract
through to completion. Professional Services should be managed for Earned Value to ensure achievement
of the project scope and deliverables at the original cost. Performance reporting will be provided to
Commercial Services on completion of engagement.
12 PROPOSED
Name
Title
Date
13 APPROVALS
Note: This Procurement Strategy must be approved by an authorised delegated officer. See link below for
Procurement Delegations Schedules.
http://www.newcastle.edu.au/Resources/Restricted/Staff/Divisions/Services/Student%20and%20Academic
%20Services/Governance-and-Academic-Administration/Governance/delegations/Delegation-ScheduleProcurement-Purchasing-and-Expenditure.pdf
Name
Title
Date
Date: _ _/_ _/_ _
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PROCUREMENT STRATEGY
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